Another ask the expert question featured at www.eldercarematters.com. This one deals with the portability of estate planning documents and capacity to sign documents.
Posts Categorized: Current Affairs
Do you recommend life estates or irrevocable trusts for Medicaid planning purposes?
Here is another of the “ask the expert” questions featured at www.eldercarematters.com.
Who can be named guardian for my wife who has dementia?
I was honored by being named the featured elder care expert of the week on the national website, ElderCareMatters.com. Each day, I will be answering questions posed by people from across the U.S. Here is the first question and my answer.
Are the proceeds from a reverse mortgage viewed as “countable asset” by Medicaid when making application?
This is another of the featured questions I authored for www.eldercarematters.com. I was given the honor of being named their inaugural national elder care expert of the week.
Roth IRAs offer powerful planning opportunities
Roth IRAs offer some great planning opportunities, largely centered around the fact that they do not entail “required minimum distributions.”
Internet-Drafted Estate Plans Don’t Save Money in the Long Run
Doing it yourself is fine if you know what you’re doing.
The Latest Long-Term Care Snafu
Long-Term Care planning can be both daunting and difficult. There are many traps for the unwary, but there are also some very good resources available to assist in the process of choosing the right approach.
WSJ Article on IRA Charitable Rollovers
Here’s the Wall Street Journal’s perspective on the current opportunity for making charitable gifts of the required minimum distributions of your IRA.
Coping with the high cost of higher education (part 2)
Here’s a great comment shared by a friend about coping with college expenses.
Planning for the high cost of higher education
There is a lot of financial aid out there for college students. But it may come with tax implications.